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iShares S&P 500 Growth ETF

1,831 hedge funds and large institutions have $38.2B invested in iShares S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 662 increasing their positions, 706 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $11.6M

2% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 103

0.02% less ownership

Funds ownership: 73.89%73.87% (-0.02%)

6% less repeat investments, than reductions

Existing positions increased: 662 | Existing positions reduced: 706

2% less funds holding

Funds holding: 1,8691,831 (-38)

12% less funds holding in top 10

Funds holding in top 10: 214188 (-26)

15% less capital invested

Capital invested by funds: $45.1B → $38.2B (-$6.89B)

Holders
1,831
Holders Change
-38
Holders Change %
-2.03%
% of All Funds
24.55%
Holding in Top 10
188
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-12.15%
% of All Funds
2.52%
New
105
Increased
662
Reduced
706
Closed
103
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.92M
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
651
RFG Advisory
Alabama
$2.38M -$3.32M -32,937 -56%
FWM
652
Fonville Wealth Management
Virginia
$2.36M -$259K -2,572 -9%
NB
653
Northwest Bancshares
Pennsylvania
$2.35M -$8.06K -80 -0.3%
PWM
654
Power Wealth Management
Georgia
$2.35M -$361K -3,576 -12%
NW
655
NewEdge Wealth
Pennsylvania
$2.34M +$797K +7,901 +46%
CWA
656
Clearview Wealth Advisors
Oregon
$2.33M -$281K -2,790 -10%
5W
657
5T Wealth
California
$2.33M +$326K +3,237 +15%
CIA
658
Choate Investment Advisors
Massachusetts
$2.31M
EFG
659
Elios Financial Group
Ohio
$2.3M -$11.1K -110 -0.4%
SPI
660
Sutton Place Investors
New York
$2.29M +$58.8K +583 +2%
MWS
661
MFA Wealth Services
California
$2.28M -$16K -159 -0.6%
SWA
662
Strategies Wealth Advisors
Michigan
$2.26M -$37.2K -369 -1%
LA
663
Lane & Associates
New Jersey
$2.25M -$40.4K -401 -2%
TLFA
664
True Link Financial Advisors
California
$2.24M +$2.44M +24,178 New
SFG
665
Sovereign Financial Group
Connecticut
$2.24M -$94.4K -936 -4%
SIA
666
Schechter Investment Advisors
Michigan
$2.24M +$67.8K +673 +3%
HSA
667
HBK Sorce Advisory
Pennsylvania
$2.23M +$170K +1,684 +8%
OSAM
668
O'Shaughnessy Asset Management
Connecticut
$2.23M +$774K +7,680 +47%
CCA
669
Coign Capital Advisors
Utah
$2.22M +$163K +1,612 +7%
MWA
670
Meridian Wealth Advisors
Texas
$2.21M +$2.52K +25 +0.1%
EK
671
Evensky & Katz
Florida
$2.21M -$4.64K -46 -0.2%
CFG
672
Cooper Financial Group
California
$2.21M +$651K +6,454 +37%
National Bank of Canada
673
National Bank of Canada
Quebec, Canada
$2.2M -$420K -4,166 -15%
CPA
674
Capital Performance Advisors
California
$2.19M +$110K +1,095 +5%
IWM
675
Iams Wealth Management
Nebraska
$2.19M -$388K -3,849 -14%

IVW Hedge Fund Activity: Q1 2025 in Review

1,831 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2025, worth a combined $38.2B — down 15% from $45.1B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new IVW positions and 103 closed out — a net gain of 2 holders — while 662 added to existing stakes and 706 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $237M. The largest seller was Fidelity International, exiting entirely with an estimated $309M sold.

  • 1,831 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2025, down from 1,869 in Q4 2024.
  • Funds reported $38.2B of iShares S&P 500 Growth ETF stock for Q1 2025, down 15% quarter-over-quarter.
  • 105 funds opened new iShares S&P 500 Growth ETF positions in Q1 2025 and 103 closed out, a net change of +2 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $237M added.
  • The largest iShares S&P 500 Growth ETF seller in Q1 2025 was Fidelity International, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2025.